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June 17, 2022

Staying on your Group Plan

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Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss forgotten 401k’s and answer a listener question regarding investing in 401k’s at a young age. Then in the “Find the Fees” segment they examine Incomplete Advise. Matt is then joined by Bill Vawter, of Market Medicare Advisors to compare and contrast staying on a group health plan or joining Medicare. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about a recent client whom has several pieces of property and needs a better estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about different types of tax accounts.